See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,258 | $48,076-59.9% | $78,689-75.5% | $62,891-69.4% |
| Participation rate | 72.0% | 65.2%+6.8pp | 73.6%-1.6pp | 69.3%+2.7pp |
| Annual return | 16.93% | 31.35%-14.4pp | 62.18%-45.2pp | 20.14%-3.2pp |
| Employer contribution / active EE | $1,302 | $2,015-35.4% | $2,851-54.3% | $2,281-42.9% |
| Participant deferral / active EE | $3,825 | $2,588+47.8% | $3,517+8.8% | $3,203+19.4% |
| Admin fee / account holder | $639 | $3,207-80.1% | $4,510-85.8% | $4,296-85.1% |